Picton Mahoney Asset Management’s UMB Financial UMBF Stock Holding History

Picton Mahoney Asset Management’s Portfolio UMBF Stock Details UMBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.2M	Buy	+19,526	New	+$2.35M	0.02%	465
2024 Q3	–	Sell	-88	Closed	-$8K	–	966
2024 Q2	$8K	Buy	+88	New	+$7.22K	﹤0.01%	500
2023 Q1	–	Sell	-812	Closed	-$68K	–	590
2022 Q4	$68K	Buy	812 +50	+7%	+$4.2K	﹤0.01%	542
2022 Q3	$64K	Sell	762 -260	-25%	-$23.5K	﹤0.01%	572
2022 Q2	$88K	Buy	+1,022	New	+$92.6K	﹤0.01%	649

Other funds holding UMBF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Picton Mahoney Asset Management's UMBF Position: Q1 2026 in Review

Picton Mahoney Asset Management opened a new position in UMB Financial (UMBF) in Q1 2026: 19,526 shares worth $2.2M. The stake represents 0.02% of the portfolio and ranks #465 among its holdings. This is a return to the name: Picton Mahoney Asset Management previously reported a position in UMBF as recently as Q2 2024.

Picton Mahoney Asset Management first reported a position in UMBF in Q2 2022 and has held it in 5 quarters since. 450 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

Picton Mahoney Asset Management held 19,526 shares of UMB Financial worth $2.2M as of Q1 2026.
UMB Financial was a new Picton Mahoney Asset Management position in Q1 2026.
UMB Financial made up 0.02% of Picton Mahoney Asset Management's portfolio in Q1 2026, its #465 holding.
Picton Mahoney Asset Management first reported a position in UMB Financial in Q2 2022 and has held it in 5 quarters since.
450 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q1 2026, filed 13 May 2026.